DocuSign and Percolate integrations and automations

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Customize your DocuSign and Percolate integration with the following triggers and actions.

Triggers

When this happens…

DocuSign

New document received
New document received in DocuSign
New document event
New document event in DocuSign
New recipient event Real-time
New recipient event in DocuSign

Any other trigger you can think up

Percolate

Deleted object Real-time
Deleted object in Percolate
New object Real-time
New object in Percolate
New or Updated object Real-time
New or updated object in Percolate

Any other trigger you can think up

Actions

Do this…

DocuSign

Custom action
Custom action in DocuSign (Custom)
Create/send document
Create/send document for signing in DocuSign
Download document
Download document from DocuSign
List documents in envelope Batch
List documents in DocuSign
Send document using a template
Send document using a template in DocuSign

Any other action you can think up

Percolate

Custom action
Custom action in Percolate (Custom)
Check content workflow step
Check content workflow step in Percolate
Copy asset
Copy an asset in Percolate
Create object
Create a object in Percolate
Custom action
Custom action in Percolate
Download asset
Download an asset in Percolate
Get object details by ID
Get object details by ID in Percolate
Search objects Batch
Search for objects in Percolate
Update object
Update a object in Percolate
Update object's production workflow step
Update object's production workflow step in Percolate
Upload asset
Upload an asset in Percolate

Any other action you can think up

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